Narrative Report Generation

Circadian Risk enables users to create a report for a single assessment that they conducted, and customize the data input that is exported for this end-deliverable. Our narrative report empowers users with the ability to:

• Author, edit, and customize tailor made reports from assessments

• Download printable versions of reports to disseminate for leadership and the team

• Have a variety of charts and tables to choose from to enhance visualization of reports

  • Please see this article for different charts and graphs available for data analysis

• Secure platform to store digital reports for future edit, reference, or access

Navigating to the “Edit Report” Section for a specific assessment

1. First, you will navigate to the Assessment Dashboard in the global navigation.

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2. Once on the assessment dashboard, navigate to the assessment you would like to edit a report for, and select the “Edit Report” button. This will bring up the report generation wizard.

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3. Each section that you access has two ways of having data entered into the report:

   1. Editable open text fields to write information in

   2. Auto-generated fields that are populated immediately which can also be edited

       

4. The assessor can track their progress as they continue writing their report on the left hand side, which includes the headings of the sections that will be included in the report, and will populate with a checkmark once all the respective information in that section has been completed.

   1. The assessor should still go through and verify the information in each section, as well as look at the report previews that are available on each page to verify what this will look like.

   2. While creating the report, you will not be limited to going through each section in chronological order, and will have the ability to select any section you would like to work on during the process of creating the report!

       

5. For certain tabs, such as the executive summary tab, and the assessor biographies, the information that is displayed on those pages are entered in different portions of the tool. These pages include links/hyperlinks that will direct you to pages where that information is entered. Once this information is entered, it will translate into the report accordingly.

    

6. The Report Generator page allows for multiple actions to make the report writing process easy and efficient! These include:

   1. Next/Back button located at the bottom to jump between sections

   2. Toggle section option to remove certain sections from the report

   3. Preview Section button (which will allow you to see what that SINGLE section will look like in the .pdf download)

   4. Preview Report button (which will allow for a preview of the full report with EVERY section included)

   5. Rich editing capabilities that will allow for different fonts, sizing, and stylization guides for the report

       

7. Once you have made all the additions you would like to the report, you will be able to download a PDF version of the report by navigating back to the first cover page of the report generator, and selecting Preview Report, which will begin the report download.

    

8. Once the report is generated, you can either download or print from within the preview screen to review the deliverable and distribute to the pertinent stakeholders.